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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,280 | $65,364-49.1% | $92,909-64.2% | $72,975-54.4% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 18.09% | 42.11%-24.0pp | 109.44%-91.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $978 | $2,594-62.3% | $3,653-73.2% | $2,440-59.9% |
| Participant deferral / active EE | $1,996 | $3,128-36.2% | $4,238-52.9% | $3,608-44.7% |
| Admin fee / account holder | $5,916 | $4,251+39.2% | $5,795+2.1% | $5,124+15.4% |